The whole firm on one screen — pipeline, matters, money.
You can already see the matters in Clio. What you can’t see is the line that runs through them: what came in, what it became, what it’s worth, and where it’s leaking. Kefilex draws that line, and puts the firm’s real numbers where a decision can be made from them.
Three systems, three half-answers.
Ask how many enquiries came in last month, which source they came from, and what they converted to, and the honest answer at most firms is a shrug — the information is spread across a phone system, an inbox and a practice-management tool that don’t talk to each other.
The aged-debt headline is the clearest example: added up across systems that don’t reconcile, it routinely turns out that a large share of what looks outstanding isn’t genuinely chaseable at all. You can’t run a firm on numbers you don’t trust.
What leadership gets.
- One connected viewPipeline into matters into money — enquiries, what they became, and what’s owed — in a single picture, updated live.
- Numbers you can act onAn honest chase list, marketing spend tied to real outcomes, and the matters quietly going nowhere surfaced while it still matters.
- Managers see the pipeline; owners hold the keysGive a manager the full pipeline and firm-wide reporting without handing over the settings. You decide who sees and does what.
- Your data stays yoursClio remains the system of record. Kefilex reads it and adds the layer on top — and every firm’s data is walled off in its own space.
Illustrative — a stylised view, not a screenshot.
The result.
You stop running the firm on anecdote and month-old spreadsheets. The pipeline, the matters and the money sit in one place you can trust — and the questions that used to take a week to answer take a glance.